Year-End Tax Planning, Unclaimed Property, Hot Seat
Year-End Tax Planning 2023 is coming to a close and December 31st will be here before you know it. That means it’s a goo...
Time Saving Tools, Mini-Retirements, Decluttering Benefits
Crowdsourcing Time Saving Tools A few weeks ago, we talked about “money rules” that Ramit Sethi made up for his own life...
Access Retirement Funds Before 59.5, Exercise for Longevity
How to Access Retirement Funds Before 59.5 Allen Mueller, a longtime member of the ChooseFI community and a fee-only fin...
NewRetirement.com: Your Online Planner For FI In 2026
Napoleon Hill, author of the ChooseFI staple Think and Grow Rich, famously said, "Plan your work and work your plan." If...
Secrets to a Great Retirement, Goals on an Index Card & More
Secrets to a Great Retirement I just recorded a great episode of the podcast that’s set to come out in 3 weeks on practi...
Year-End Tax Planning, 2022 FI Wins, Updates and Corrections
Year-End Tax Planning I’m publishing a podcast episode this Friday with Sean Mullaney, the FI Tax Guy, about 401(k)s, th...
Twenty Investing Lessons, More Language Learning
Twenty Investing Lessons Learned Michael Batnick, co-host of ‘Animal Spirits,’ one of my favorite investing podcasts, re...
Retirement Planning: Achieving FI on an Average Salary
Have you ever felt like you can't relate to a lot of the prominent voices or people in the personal finance community? A...
Tax Loss Harvesting, Simple StartUp, How to Learn a Language
Tax Loss Harvesting Andrew wrote in, "Hey Brad - I love the newsletter! My 1% this week was doing some tax-loss harvesti...
The Best Personal Finance Books For Kids Of All Ages
From tying their shoelaces to opening those tricky milk cartons, there's no doubt that kids have a lot to learn. And if...
The Simple Math to Retirement
Saving for retirement can often feel like an intimidating, confusing, and never-ending endeavor. Even after you've learn...
Beyond 4%: Flexible Spending Rules in Retirement
Michael Kitces recently conducted a study of the 4% rule to see if it holds true for longer time horizons...
Podcast Episodes
Salary Negotiation & Early Retirement | Financial Mechanic
Sep 11, 2023
Mini-Retirements to Accelerate Your Path to FI | Jillian Johnsrud
Aug 21, 2023
Mailbag: Breaking up with your Advisor, I Bonds, 4% Rule, Accounts for Kids, Roth IRAs | Sean Mullaney
Jul 23, 2023
Glide Path to Retirement During Uncertainty
May 15, 2022
Year End Tax Planning 2021
Nov 15, 2021
How Do I Figure Out the Taxes on This?
Oct 10, 2021
Unlocking Your First Mini-Retirement with Jillian Johnsrud
Jul 12, 2021
Transform Your Tax Return Into a Springboard for Financial Planning
Jul 4, 2021
The Stages and Checkpoints of FI
May 24, 2021
How to Factor My Mortgage into My FI Number | Live Stereo Q&A
Mar 26, 2021